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SevenBridge Financial Group’s BHP BHP Stock Holding History

SevenBridge Financial Group’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$746K Sell
9,264
-135
-1% -$9.54K 0.12% 129
2025
Q4 		$637K Sell
9,399
-465
-5% -$26.4K 0.1% 135
2025
Q3 		$556K Sell
9,864
-2,211
-18% -$118K 0.09% 138
2025
Q2 		$653K Sell
12,075
-2,527
-17% -$121K 0.12% 136
2025
Q1 		$729K Sell
14,602
-4,128
-22% -$206K 0.14% 135
2024
Q4 		$940K Buy
18,730
+1,598
+9% +$86.9K 0.18% 115
2024
Q3 		$917K Buy
17,132
+1,436
+9% +$79.3K 0.18% 114
2024
Q2 		$840K Buy
15,696
+1,185
+8% +$68.9K 0.19% 109
2024
Q1 		$816K Buy
14,511
+891
+7% +$53.3K 0.19% 110
2023
Q4 		$930K Buy
13,620
+725
+6% +$43.8K 0.22% 100
2023
Q3 		$733K Buy
12,895
+2,350
+22% +$137K 0.19% 107
2023
Q2 		$629K Buy
10,545
+1,990
+23% +$119K 0.16% 113
2023
Q1 		$542K Buy
8,555
+1,835
+27% +$118K 0.15% 118
2022
Q4 		$417K Buy
+6,720
New +$378K 0.12% 130

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SevenBridge Financial Group's BHP Position: Q1 2026 in Review

SevenBridge Financial Group reduced its BHP (BHP) stake by 1.4% in Q1 2026, selling an estimated $9.54K and leaving 9,264 shares worth $746K. The position accounts for 0.12% of the portfolio, ranked #129.

SevenBridge Financial Group first reported a position in BHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $940K in Q4 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • SevenBridge Financial Group held 9,264 shares of BHP worth $746K as of Q1 2026.
  • SevenBridge Financial Group sold 135 BHP shares in Q1 2026, an estimated $9.54K.
  • BHP made up 0.12% of SevenBridge Financial Group's portfolio in Q1 2026, its #129 holding.
  • SevenBridge Financial Group first reported a position in BHP in Q4 2022 and has held it in 14 quarters since.
  • SevenBridge Financial Group's BHP position peaked at $940K in Q4 2024.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.